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Steward Partners Investment Advisory’s Lulu's Fashion Lounge LVLU Stock Holding History

Steward Partners Investment Advisory’s Portfolio LVLU Stock Details LVLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3
Closed -$18 – 4206
2025
Q1 		$18 Hold
3
– – ﹤0.01% 3994
2024
Q4 		$50 Buy
+3
New +$61 ﹤0.01% 3930

Other funds holding LVLU

Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
IVMX
Institutional Venture Management XV Menlo Park, California $75.5M AUM 16.43% 1-Year Est. Return
IVMX
Institutional Venture Management XVI Menlo Park, California $1.18M AUM 156.01% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Steward Partners Investment Advisory's LVLU Position: Q2 2025 in Review

Steward Partners Investment Advisory sold out of Lulu's Fashion Lounge (LVLU) in Q2 2025, closing a stake of 3 shares — an estimated $18 sold.

Steward Partners Investment Advisory first reported a position in LVLU in Q4 2024 and held it in 2 quarters. The position peaked at $50 in Q4 2024. 25 funds tracked by Wall St. Rank hold LVLU as of Q2 2025.

  • Steward Partners Investment Advisory reported no remaining Lulu's Fashion Lounge position as of Q2 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 3 Lulu's Fashion Lounge shares in Q2 2025, an estimated $18.
  • Steward Partners Investment Advisory first reported a position in Lulu's Fashion Lounge in Q4 2024 and held it in 2 quarters.
  • Steward Partners Investment Advisory's Lulu's Fashion Lounge position peaked at $50 in Q4 2024.
  • 25 funds tracked by Wall St. Rank held Lulu's Fashion Lounge as of Q2 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.